NL Financial Alliance

We are dedicated to providing our clients with financial products and services tailored to their unique and specific needs. Our focus is on building lasting relationships with our clients based upon trust. Through those relationships we are able to develop a comprehensive, cohesive financial strategy. 

 
We specialize in retirement planning strategies, estate planning strategies, asset protection, strategic insurance and business continuation.

 

Roger Soo is a Registered Representative and Investment Adviser Representative of Equity Services, Inc.  Securities and investment advisory services are offered solely by Equity Services, Inc., Member FINRA/SIPC, Broker/Dealer and Registered Investment Adviser, Lincoln Building, 60 East 42nd Street, 49th Floor, New York, NY 10165, Tel:212-986-0400. All entities and individuals referenced are independent of Equity Services, Inc. unless otherwise noted.

 
Calculators

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Lease Interest

What's the interest rate on the lease you're considering?

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

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Newsletters

Estate Conservation You Can Trust

Trusts are popular estate conservation tools that can help facilitate the smooth transfer of estate assets and maintain the family’s privacy.

It's Time to Get Real

During times of market volatility, it can be easy for investors to lose sight of two seemingly immovable obstacles standing in the way of their long-term investment goals: taxes and inflation.

Get Your Retirement Reality Check

A retirement needs-calculation goes beyond the commonly suggested target to have 70% of pre-retirement income.

What Does a Fed Chairman Do?

The Federal Reserve plays an important role in our economy, and the chairman is its most visible player. His behavior is a good source of clues about what the future may hold.

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